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Sensata Technologies Holding pl (ST) Stock Analysis

Breakout setup

SellHigh Confidence

Technology · Scientific & Technical Instruments

Sell if holding. At $48.75, A.R:R is negative (-1.0) — price has exceeded the analyst target. Reward from here is too thin for a buy — the engine flags exit. Additional concerns: Concentration risk — Customer: automotive end markets (57.0%); Concentration risk — Geographic: non-U.S. operations (including ~20% China) (61.0%).

Sensata Technologies is a global industrial technology company making sensors and electrical protection products for automotive (57% of revenue), industrials (21.3%), and aerospace/defense/commercial equipment (21.7%) markets. It employs ~16,700 people (~92% outside the US)... Read more

$48.75-0.9% A.UpsideScore 5.1/10#12 of 14 Scientific & Technical Instruments
QualityF-score7 / 9FCF yield5.87%
IncomeYield0.99%Payout145.45%at-risk
Stop $45.39Target $48.37(resistance)A.R:R -1.0:1
Analyst target$47.92-1.7%12 analysts
$48.37our TP
$48.75price
$47.92mean
$42
$58

Sell if holding. At $48.75, A.R:R is negative (-1.0) — price has exceeded the analyst target. Reward from here is too thin for a buy — the engine flags exit. Additional concerns: Concentration risk — Customer: automotive end markets (57.0%); Concentration risk — Geographic: non-U.S. operations (including ~20% China) (61.0%). Chart setup: Golden cross, above all MAs, RSI 70, MACD bullish. Score 5.1/10, high confidence.

Passes 7/8 gates (positive momentum, clean insider activity, no SEC red flags, news events none recent, earnings proximity 72d clear, semi cycle peak clear, materials cycle peak clear). Fails on favorable risk/reward ratio. Suitability: moderate.

Recent Developments — Sensata Technologies Holding pl

Generated 2026-05-20T20:21:21Z.

Thesis

Rewards
Strong earnings beat streak (4/4)
Risks
Concentration risk — Customer: automotive end markets (57.0%)
Concentration risk — Geographic: non-U.S. operations (including ~20% China) (61.0%)
Analyst target reached - limited upside remaining

Key Metrics

P/E (TTM)147.0
P/E (Fwd)12.0
Mkt Cap$7.1B
EV/EBITDA12.2
Profit Mgn1.3%
ROE1.7%
Rev Growth2.6%
Beta1.21
Dividend0.99%
Rating analysts22

Quality Signals

Piotroski F7/9

Concentration Risks(10-K Item 1A)

  • HIGHCustomerautomotive end markets57%
    10-K Item 1A: 'Sales in our automotive end markets accounted for approximately 57% of our total net revenue in fiscal year 2025.'
  • HIGHGeographicnon-U.S. operations (including ~20% China)61%
    10-K Item 1A: 'Our subsidiaries located outside of the U.S. generated approximately 61% of our net revenue in fiscal year 2025 (including approximately 20% in China)'

Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results. Full disclaimer

Rating Breakdown

2 floor-breakers

Ranks in the bottom of its industry peers on the composite signal. Better names in the same sector exist.static

Quality Rank
0.0
Growth Rank
2.1
Value Rank
4.3

Technicals below the gate floor. Component breakdown shows what dragged the score down.static

Support Resistance
0.5
Bollinger
0.7
52w Position
9.8
GatesA.R:R -1.0=NEGATIVEMomentum 6.8>=5.5Insider activity: OKNo SEC red flagsNEWS EVENTS NONE RECENTEARNINGS PROXIMITY 72d clearSEMI CYCLE PEAK CLEARMATERIALS CYCLE PEAK CLEARBreakoutSuitability: Moderate
RSI
70 · Neutral
20D MA 50D MA 200D MAGOLDEN CROSSSupport $38.27Resistance $49.36

Price Targets

$45
$48
A.Upside-0.8%
A.R:R-1.0:1

Position Sizing

ConvictionNone
Suggested %0.5%
Max %1%
RegimeRisk-Off

Risk Alerts

! Target reached (-14.6% upside)
! Negative risk/reward — downside exceeds upside

Earnings

B
B
B
B
4/4 beats
Next Earnings2026-07-29 (72d)

Verdict History

reverse chrono — latest first
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Verdicts are recorded on every nightly pipeline run. Rows capture transitions (verdict flips, score deltas ≥0.3, entry/TP/SL changes). Rows with a ▶ can be expanded to see the change reason. Aggregate cohort performance is tracked in the recommendation ledger.
Frequently Asked Questions
Is ST stock a buy right now?

Sell if holding. At $48.75, A.R:R is negative (-1.0) — price has exceeded the analyst target. Reward from here is too thin for a buy — the engine flags exit. Additional concerns: Concentration risk — Customer: automotive end markets (57.0%); Concentration risk — Geographic: non-U.S. operations (including ~20% China) (61.0%). Chart setup: Golden cross, above all MAs, RSI 70, MACD bullish. Prior stop was $45.39. Score 5.1/10, high confidence.

What is the ST stock price target?

Take-profit target: $48.37 (-0.9% upside). Prior stop was $45.39. Stop-loss: $45.39.

What are the risks of investing in ST?

Concentration risk — Customer: automotive end markets (57.0%); Concentration risk — Geographic: non-U.S. operations (including ~20% China) (61.0%); Analyst target reached - limited upside remaining.

Is ST overvalued or undervalued?

Sensata Technologies Holding pl trades at a P/E of 147.0 (forward 12.0). TrendMatrix value score: 6.2/10. Verdict: Sell.

What do analysts say about ST?

22 analysts cover ST with a consensus score of 3.8/5. Average price target: $48.

What does Sensata Technologies Holding pl do?Sensata Technologies is a global industrial technology company making sensors and electrical protection products for...

Sensata Technologies is a global industrial technology company making sensors and electrical protection products for automotive (57% of revenue), industrials (21.3%), and aerospace/defense/commercial equipment (21.7%) markets. It employs ~16,700 people (~92% outside the US) across manufacturing sites in China, Thailand, Malaysia, and other countries.

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